Global fintech firm unveils private markets wealth hub
IFAs will have access to a range of funds around private equity, private credit, real estate and venture capital
Fintech
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Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
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UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
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43% of advisers see AI tech as a threat to their business
As one-fifth say they are fully prepared for Consumer Duty
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European fintech firms join forces to offer wealth tools
In a bid to help advice companies adapt to the digital world
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Fintech firm creates IFA client document platform
It will help advisers organise customers’ important financial and legal information
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Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
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Bank of America invests in fintech platform
They have been partners since 2018
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Canadian advice tech firm enters UK market
To help advisers cater to the increasing demands of clients
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Fintech company unveils ‘game-changing’ financial planning tool
To meet the ‘complex and evolving needs’ of the advice market
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FNZ sells GBST after competition watchdog concerns
But will buy back its capital markets division
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FNZ acquires global software provider
In a bid to ‘deliver significant operational efficiencies and improve the client experience’